Darek M. Koleda

Sr. Financial Planner, ChFC®, EA


Education:

Temple University – 2007 – Major: Accounting
Bryant University – 2015 – Certificate in Financial Planning
The American College of Financial Services – 2017 – Chartered Financial Consultant (ChFC®)

Certifications & Licenses:

Chartered Financial Consultant (ChFC®)
Candidate for CFP® Certification
IRS Enrolled Agent (EA)
Life Insurance License

Professional Experience:

Lane Hipple: 2017 – Present – Senior Financial Planner
McQueen Ball, Inc.: 2016-2017 – Financial Planner
F/B/O Services, Inc: 2013 – 2016 – Tax Manager
Novak Francella: 2010 – 2013 – Senior Tax Accountant
CliftonLarsonAllen: 2007 – 2010 – Staff Accountant

Message about Darek M. Koleda

Most Americans, whether they realize it or not, spend a huge portion of their time stressing about money. Like many, we often forget that money is just a tool to help us reach our goals. Here at Lane Hipple, we work with our clients to develop personalized comprehensive financial plans. We deliver financial peace of mind by answering the million-dollar question: will I be ok in the future?

Darek’s passion for becoming a financial planner stemmed from seeing his family and friends being taken advantage of by the financial industry.  He witnessed family and friends losing their hard-earned life savings and being sold products that were not appropriate. This created his drive to work for an independently owned Registered Investment Advisor (RIA) because they are held to the fiduciary standard of care. “Our mission as fiduciaries is to serve, not sell. After all, the financial planning profession is a helping profession, and if I see my clients succeed, then I succeed.”

Darek focuses his practice on physicians and healthcare professionals, generation X & Y professionals, corporate executives, small business owners, retirees, and skilled tradesmen. His niche started from building individualized tax plans for family members and close friends. In wanting more for them and their future, he expanded beyond tax planning by providing comprehensive financial plans. Darek utilizes his extensive tax and accounting background to help his clients better understand their current financial situation and assist them with achieving financial wellness.

Darek is strongly committed to the financial planning profession and upholds the fiduciary standard of care, which means that he is obligated to put his clients’ interests ahead of his own. He holds an advanced financial planning designation (ChFC®), from the American College of Financial Services, and is currently pursuing his Certified Financial Planner (CFP®) designation.

Outside of work Darek strives to maintain a balanced lifestyle. Darek is happily married to his wife Cristen and recently moved from Philadelphia to Marlton, NJ. Together they have a young son named Tyler and enjoy spending time going on walks, riding bikes, playing in the park, and other family activities. Darek also plays many sports including ice hockey, skiing/snowboarding, soccer and golf.

Favorite Quotes:

“If You Fail to Plan, You Are Planning to Fail.”” – Benjamin Franklin

“The Secret of Getting Ahead is Getting Started.” – Mark Twain

“Try not to Become a Man of Success, but Rather Try to Become a Man of Value.” – Albert Einstein

 

 

 

 

 

Phone: (856) 638-1855
Email: dkoleda@lhswealth.com